Mobile Mortgage CRM | BNTouch CRM
mobile crm

Mobile Mortgage CRM

Access Your Client and Partner Data On the Go!

It comes free with your BNTouch Mortgage CRM subscription!

BNTouch Mortgage Mobile CRM allows you to access your client and partner files on the go. It allows owners of iPhone and Android devices to view contact and mortgage information as well as add new clients and partners while out of the office.

Mortgage Mobile CRM allows you to quickly search and call your clients and partners with just one touch. It allows you to check your scheduled tasks and view marketing campaigns that are scheduled to go out.

Mortgage Mobile CRM brings one more way for you to “Be-In-Touch” with your clients and partners!

Quickly Find Clients and Partners

You can quickly search clients and partners using just one search field. Search is performed on name, email and phone numbers fields.

Access Mortgage Information

You can access basic mortgage information as well as tracker and participants list. Find out who referred you a client or who is a Buyer Agent in a transaction in seconds.

Add Clients and Partners

You can add clients and partners while you are on the go. Mobile version allows you to start a marketing campaign immediately for an added record.

One Touch Calling and Emailing

iPhone or Android devices allow you to quickly call or email to your contacts in your CRM with just one touch.

Access Daily Digest

With BNTouch Mortgage Mobile CRM you can quickly access your tasks, missed tasks, todo’s, upcoming birthdays and pending campaigns via your phone.

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“We have used BNTouch for years, and the ability to plan out our business, and have a systematic approach to building it has been a key component to our success.”

Brian Bomar
Cornerstone Home Lending

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